Quicken is a personal finance management tool that helps individuals track their income, expenses, and investments.
Starting from $34.99/year
Best Portfolio Performance Alternatives ranked by AI · updated Aug 2026
Portfolio Performance is a free, open-source desktop application for tracking securities, transactions, dividends, and portfolio performance. It is aimed at self-directed investors who want local data control and detailed analytics.
Top 6 Portfolio Performance alternatives
Delta is a comprehensive software solution for project management and collaboration.
Starting at $29.99/month
Sharesight is an online investment portfolio tracking and management tool that provides performance and tax reports for investors.
Starting at $15 per month
Kubera is a net worth and portfolio tracking service for people managing accounts, properties, private investments, and liabilities. It stands out for...
Pros
- Broader asset and liability coverage than myPFS
- Strong support for investment, property, and alternative-asset tracking
- Useful historical net worth reporting for wealthier households
Cons
- More expensive than basic personal finance apps
- Less focused on producing a lender-specific statement
- Can require manual updates for unusual or private assets
From $150/year
GainsKeeper is a cost-basis and tax-lot tracking service for self-directed investors, tax professionals, and financial institutions. It imports brokerage transactions and helps...
Pros
- Specialized cost-basis and tax-lot tracking for securities
- Supports wash-sale calculations and corporate actions
- Designed for brokerage imports and tax reporting
Cons
- Less suitable for broad portfolio analysis than Sharesight or Quicken
- Pricing and availability can depend on brokerage or institutional access
- Not an open-source or fully self-hosted option
Beanvest is a web-based investment portfolio tracker for individual investors who want to monitor stocks, ETFs, funds, and other assets. It emphasizes...
Pros
- Supports detailed manual transaction tracking across multiple asset types
- Provides portfolio performance and dividend analysis without broker access
- Simpler to use than professional analytics platforms such as Portfolio Performance
Cons
- Less automated broker and bank syncing than Sharesight or Empower
- Fewer advanced research tools than Stock Rover or Morningstar Investor
- Manual data entry can become time-consuming for active portfolios
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